Kovack Advisors
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Kovack Advisors’s Sherwin-Williams SHW Stock Holding History

Kovack Advisors’s Portfolio SHW Stock Details SHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-93
Closed -$45K – 284
2015
Q4 		$45K Buy
93
+75
+417% +$6.49K 0.03% 207
2015
Q3 		$37K Buy
+18
New +$1.58K 0.03% 194

Other funds holding SHW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Kovack Advisors's SHW Position: Q3 2026 in Review

Kovack Advisors opened a new position in Sherwin-Williams (SHW) in Q3 2026: 728 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #913 among its holdings. This is a return to the name: Kovack Advisors previously reported a position in SHW as recently as Q4 2025.

Kovack Advisors first reported a position in SHW in Q3 2014 and has held it in 35 quarters since. The position peaked at $1.11M in Q3 2018. 1,492 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Kovack Advisors held 728 shares of Sherwin-Williams worth $234K as of Q3 2026.
  • Sherwin-Williams was a new Kovack Advisors position in Q3 2026.
  • Sherwin-Williams made up 0.01% of Kovack Advisors's portfolio in Q3 2026, its #913 holding.
  • Kovack Advisors first reported a position in Sherwin-Williams in Q3 2014 and has held it in 35 quarters since.
  • Kovack Advisors's Sherwin-Williams position peaked at $1.11M in Q3 2018.
  • 1,492 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Kovack Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.